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Rows

Unpacking the functional differences between regular and calculated rows

Francis distinguishes between two row types: regular and calculated. There are fundamental differences between regular and calculated rows, which are important to understand before building your model.
Regular
Rows with forecast and actuals values (can be imported from an external data source)
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Calculated f(x)
Rows that are always the same formula (not connected to external data source)
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Regular and calculated rows in action
Row type
Regular
Calculated f(x)
Use for...
Revenue
Cost
Assets
Liabilities
Equity
Assumptions
Subtotals (e.g., gross profit)
Margins
Cash flow statement
KPIs
Consolidations
Cumulative summary rows
Description
Can be mapped to external data sources
Imports actuals values up to Last Close if mapped
Actuals values can be overwritten if needed
Cannot be mapped to external data sources
Formula is the same across all periods for that row

Row type	Regular	Calculated f(x)
Use for...	Revenue Cost Assets Liabilities Equity Assumptions	Subtotals (e.g., gross profit) Margins Cash flow statement KPIs Consolidations Cumulative summary rows
Description	Can be mapped to external data sources Imports actuals values up to Last Close if mapped Actuals values can be overwritten if needed	Cannot be mapped to external data sources Formula is the same across all periods for that row

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Last modified 2mo ago